In this powerful episode of Money to Give, Rick Peck sits down with LR Fox, founder of Next Global Capital and the Next Foundation, for a candid conversation about what happens when philanthropy moves beyond charity and into systems change. Drawing from his own experience growing up in foster care, Fox shares how his family office and foundation identify major social gaps and either invest in solutions, or build them when none exist.

At the heart of the conversation is Oasis Academy, a groundbreaking boarding school and support network designed to identify exceptionally talented youth from foster care, orphanages, refugee camps, and trafficking shelters—and give them a real pathway to thrive. “Every dollar we deploy is a vote for the future we want to build,” Fox explains, reframing philanthropy as an act of belief in human potential. Together, Rick and Fox explore what it looks like to give not just to relieve suffering, but to unlock opportunity and create ripple effects that can transform entire communities.

• Philanthropy can move faster and farther when it identifies gaps and builds solutions, not just funds existing programs.
• Youth with the greatest talent are often the most at risk without access to opportunity and support systems.
• Investing in long‑term pathways (education, mentorship, leadership) creates generational impact, not dependency.
• Giving rooted in lived experience brings credibility, clarity, and deeper outcomes.

• Next Global: ⁠https://nextglobal.org/⁠
• Follow LR Fox on Instagram: ⁠https://www.linkedin.com/in/lrfox/⁠
• Don’t miss out on other giving news, follow Rick on LinkedIn, ⁠https://www.linkedin.com/in/richard-peck/

What happens when a nonprofit CEO avoids philanthropy? According to Randall Hallett, consultant, speaker, and author of Vibrant Vulnerability—the entire organization misses its greatest opportunity to inspire, connect, and grow. In this purpose-filled episode of Money to Give, Rick Peck sits down with Randall to unpack the evolving role of nonprofit leaders, the misunderstood partnership between CEOs and Chief Development Officers, and why vulnerability is one of the most underutilized leadership tools in fundraising today.

Drawing on years of experience in healthcare, higher education, and consulting, Randall shares powerful stories and tactical insights about what drives successful philanthropic leadership. and what holds it back. From board dynamics to CEO storytelling, this episode is a must-listen for anyone who believes leadership and generosity go hand in hand.

Key Takeaways:

• Nonprofit CEOs must be more than administrators—they must be ambassadors of impact.
• Great fundraising partnerships are built on clarity, trust, and mutual respect between the CEO and CDO.
• Vulnerability and storytelling are not weaknesses; they are essential leadership tools that deepen donor engagement.
• Boards play a critical role in holding leadership accountable for advancing philanthropy.

Resources & Links:

• Buy the Book: Vibrant Vulnerability by Randall Hallett: ⁠https://www.hallettphilanthropy.com/vibrant-vulnerability⁠
• Listen to Randall’s Podcast: Around with Randall: ⁠https://www.hallettphilanthropy.com/podcast⁠
• Read Randall’s blog and connect: ⁠https://hallettphilanthropy.com⁠
• Follow Rick on LinkedIn, click here: ⁠https://www.linkedin.com/in/richard-peck/

In this insightful episode of Money to Give, Rick Peck welcomes back Randy Fox, founder of Two Hawks Family Office Services and a leading voice in charitable estate planning. Together, they explore an often-overlooked concept that can have major implications for business owners and philanthropists alike — personal goodwill. Randy explains the difference between enterprise goodwill (the reputation and systems tied to a business itself) and personal goodwill (the value that comes from an individual’s reputation, relationships, and expertise). He illustrates how, in many closely held businesses, personal goodwill represents an asset of significant — yet frequently unrecognized — value. The conversation dives deep into how identifying and valuing personal goodwill can unlock powerful charitable planning opportunities. Randy and Rick discuss how, by separating this goodwill from other business assets during a sale, owners can potentially avoid capital gains, claim charitable deductions, and even fund tools like donor-advised funds, charitable remainder trusts, or pooled income funds. Throughout the discussion, Randy highlights real-world examples and emphasizes that understanding goodwill isn’t just an accounting concept — it’s a pathway to aligning business success with philanthropic purpose. The conversation explores: The distinction between enterprise goodwill and personal goodwill How business owners can identify and appraise their personal goodwill Why goodwill can be treated as a capital asset — and its tax implications How to donate personal goodwill to charitable vehicles like donor-advised funds, CRTs, or pooled income funds About the Guest Randy Fox is the founder of Two Hawks Family Office Services, a nationally recognized expert in advanced estate, tax, and charitable planning. With nearly four decades of experience, he advises families, entrepreneurs, and philanthropists on how to structure gifts that maximize both impact and efficiency. Randy is known for translating complex financial strategies into meaningful acts of generosity that benefit donors and the causes they care about. Contact Randy: randy@twohawksfos.com Learn more: www.twohawksfos.com Key Takeaways: Personal goodwill is the value tied to your reputation, relationships, and expertise — and it can often be separated from your business in a sale. This intangible asset can be donated to charitable vehicles to avoid capital gains and create lasting philanthropic impact. Transactions must be carefully structured — ideally before signing a binding letter of intent. Proper valuation is critical; use qualified appraisers familiar with goodwill assessments. Strategic planning can turn business success into ongoing charitable influence while optimizing tax outcomes. Subscribe to the Charitable Giving News for You newsletter for more stories, resources, and tips: Subscribe to Charitable Giving News for You.

In this episode of Money to Give, Rick Peck sits down with Randy Fox, founder of Two Hawks Family Office Services and a nationally recognized expert in charitable estate planning. Together, they unpack one of the most versatile yet underutilized tools in philanthropy: the pooled income fund. Randy explains how pooled income funds — often overshadowed by charitable remainder trusts and gift annuities — can provide donors with lifetime income, flexible investment options, and significant tax advantages, all while creating long-term charitable impact. The conversation explores: What pooled income funds are and how they differ from charitable remainder trusts (CRTs) and charitable gift annuities (CGAs) How both major universities and community foundations use these funds to support their missions Why modern “donor- and advisor-friendly” pooled income funds are making a comeback The flexibility to accept a wide range of assets — from real estate and closely held business interests to cryptocurrency Innovative structures like Randy’s “Preferred Pooled Income Fund,” which combine charitable giving with advanced estate planning strategies Randy also shares how younger donors and multi-generational families can use these funds to align income, impact, and legacy in a single strategy. About the Guest: Randy Fox is the founder of Two Hawks Family Office Services, a leading advisor in advanced estate, tax, and charitable planning. With decades of experience helping families and philanthropists design meaningful giving strategies, Randy is known for blending technical expertise with a deep commitment to purposeful legacy building. Contact Randy: randy@twohawksfos.comLearn more: www.twoharksfos.com Key Takeaways: Pooled income funds are flexible tools that provide lifetime income and charitable impact without the rigid rules of CRTs. Donors of any age can participate, making them ideal for multi-generational legacy planning. They can accept complex assets — from real estate to private stock to digital currency. Modern pooled funds allow donors and advisors greater choice in investment management and charitable beneficiaries. Creativity matters — as Randy shows through innovations like the “Preferred Pooled Income Fund,” philanthropy continues to evolve with donor needs. Subscribe to the Charitable Giving News for You newsletter for more stories, resources, and tips: ⁠Subscribe to Charitable Giving News for You⁠.

In this episode of Money to Give, Rick Peck sits down with Kimberly Haley-Coleman, Founder and CEO of Globe Aware, to explore how meaningful service abroad can become a powerful expression of philanthropy. Together, they unpack what it means to give not only your resources, but your time, heart, and skills to make a tangible difference in communities around the world. Kimberly shares stories from 25 years of leading Globe Aware’s international service programs—where volunteers help install clean cooking stoves in Peru, build classrooms in Cambodia, and construct wheelchair ramps for those in need. These short-term, high-impact experiences allow busy professionals and families to engage directly with local communities and see their contributions come to life. The conversation also explores: How employers are supporting service abroad through volunteer paydays and matching gifts How donor-advised funds and charitable foundations can fund volunteer experiences The importance of cultural awareness and working side-by-side with local leaders Why short-term volunteer trips can spark lifelong global connection and empathy By the end, listeners are invited to see giving as a holistic act — one that blends purpose, adventure, and compassion across borders. About the Guest: Kimberly Haley-Coleman is the Founder and CEO of Globe Aware, a nonprofit organization offering sustainable, short-term volunteer programs in 26 countries worldwide. A passionate advocate for cultural understanding and service learning, Kimberly helps individuals and corporations turn their desire to give back into real-world impact. Learn more: www.globeaware.org Follow Globe Aware on Facebook, Instagram, and YouTube. Key Takeaways: Philanthropy is more than money — it’s about giving time, talent, and compassion where it’s needed most. Employers play a growing role in global service by offering volunteer benefits and donation matches. Every project counts — from building stoves to teaching skills, volunteers can create lasting, visible change in one week. Cultural humility matters — the most meaningful giving comes from partnership, not prescription. Service transforms both sides — volunteers return home with renewed gratitude, clarity, and purpose. Subscribe to the Charitable Giving News for You newsletter for more stories, resources, and tips: Subscribe to Charitable Giving News for You.

In this episode of Money to Give, host Rick Peck welcomes Nick Burgess, Principal at The Burgess Group, for an eye-opening conversation about how innovative insurance and financial strategies can dramatically expand the impact of philanthropy. Nick has worked with foundations, universities, and nonprofits to help unlock gifts that seemed unimaginable—sometimes turning a donor’s existing giving capacity into transformational, multi-million-dollar endowments. Nick shares remarkable stories, including how one foundation’s ambitious goal of building a $50 million endowment was achieved in just 60 days through creative planning with a single donor. He also describes his work with the Cleveland Clinic, where strategic use of insurance and financing has already secured $1.3 billion toward a $2.3 billion endowment. But this conversation isn’t only about big numbers. Nick emphasizes transparency, integrity, and education, noting that strategies like premium finance life insurance are not for everyone. “This should never be sold as a commodity or as ‘free insurance,’” he cautions. Instead, with the right donors, clear communication, and long-term management, these approaches can create extraordinary results for philanthropy. Listeners will gain insights into: How nonprofits and advisors can uncover untapped capacity for giving. Why endowment-building strategies need both vision and discipline. The importance of stress-testing, transparency, and fit when considering premium finance structures. How the right planning can ensure gifts endure and grow for generations. Nick’s expertise shines a light on possibilities many organizations don’t even know exist. For donors and nonprofit leaders alike, this episode offers a glimpse into what’s possible when generosity meets creativity and integrity.

In this powerful episode of Money to Give, host Rick Peck sits down with Trish Kane, CEO and founder of Healerverse. Trish shares her remarkable journey from Wall Street to a near-death experience, to building a platform dedicated to holistic well-being and service to others. Trish’s story is one of resilience, renewal, and generosity. After surviving a nine-day coma and relearning how to walk, talk, and breathe, she committed her life to helping others heal and thrive. Today, through Healerverse, she empowers spiritual practitioners and solopreneurs worldwide to make an impact. Highlights Trish’s personal journey through addiction, recovery, and rediscovering purpose. The role of gratitude, faith, and community in sustaining her new path. The ripple effect of kindness—from holding a door to sponsoring children in Africa. Her commitment to supporting female founders and giving back through her work and investments. Check out the Healerverse online community: https://5dhealerverse.com/home 

In this inspiring episode of Money to Give, host Rick Peck sits down with Bob Hopkins—author, educator, and lifelong champion of generosity—to explore the true meaning of philanthropy. Bob shares stories from his decades of teaching, writing, and community work, showing how giving is not just about money but about how we live, connect, and care for others. Together, Rick and Bob discuss: Why philanthropy should be understood as love of mankind, not just financial giving The “five Ts” of giving: time, talent, treasure, testimony, and ties How everyday acts of kindness and service make us all philanthropists The impact of Bob’s teaching programs and storytelling through his books His latest project, the award-winning documentary Mighty Eighty Listeners will come away with a broader, more accessible view of philanthropy—and practical inspiration for how to live it out in daily life. Bob Hopkins is the author of Philanthropy Understood – Stories of Generosity, Legacy of Giving, a beautifully designed coffee table book featuring 100 stories of people who have made a difference. He is also the subject of Mighty Eighty, a documentary by award-winning filmmaker Noman Robin, which captures Bob’s life, philosophy, and ongoing work to inspire generosity at every age. Links: Philanthropy Understood: One Hundred‑Plus Stories From Those Who Helped Change the World → Order the book Philanthropy Misunderstood : One Hundred‑Plus Stories From Those Who Helped Change the World → Order the book Mighty Eighty – Profile Documentary (Trailer) → Watch on YouTube

In this episode of Money to Give, Rick Peck welcomes Roger Devine back to share stories from his 20+ years in the fundraising trenches. Together, they explore the fine line between fun and fiasco when it comes to gala games, silent auctions, and paddle raises. From a disastrous “Heads or Tails” game that turned into a debacle, to the perils of overstocking your silent auction, Roger unpacks real cautionary tales every nonprofit planner should hear. He also offers creative, proven strategies—like dessert dashes and timing sugar highs—that keep guests engaged, generous, and excited to return next year. Whether you’re planning your first benefit gala or looking to refine a long-running event, this episode is full of practical takeaways to help you raise more while keeping your mission at the heart of the evening.

In this episode of Money to Give, host Rick Peck sits down with Roger Devine—from SchoolAuction.net—to explore how nonprofit fundraising is shifting in today’s climate of uncertainty. With federal grants under review, private foundations stretched thin, and donors facing economic volatility, many organizations are reconsidering the role of events in their fundraising mix. Roger shares insights from decades of experience running successful benefit events, highlighting what makes them profitable—and what causes so many to break even at best. From the power of a well-timed “special appeal” that can generate 50% of an evening’s revenue, to the importance of engaging mid-level donors, he offers practical strategies nonprofits of any size can use. Listeners will learn: Why relying on a single funding stream is riskier than ever How to design events that generate real income, not just awareness The overlooked power of PTA-style tactics and recurring donations Whether you’re debating whether to scale back or double down on events, this conversation offers clarity, actionable ideas, and inspiration.

In this episode of Money to Give, Rick Peck sits down with Patti Parker— financial planner, teacher, and now podcast host—whose personal and professional journey offers wisdom for anyone navigating life’s transitions. With more than 20 years in the financial planning industry, Patti leads Discovery Wealth Management, an independent, fee-only firm dedicated to helping clients find peace during times of significant change. A former registered nurse, Patti brings unique empathy and insight to her clients, especially those dealing with grief or end-of-life planning. She also teaches in the CFP program at UC Irvine and actively serves with professional associations such as NAWBO-OC and Advisors in Philanthropy. What makes Patti’s story remarkable is not just her professional expertise, but her heart. Patti’s mission to connect people with organizations they may not know exist inspired her to create a podcast—introducing underrepresented charities, nonprofits, and other resources that can make a critical difference in times of need. Together, Rick and Patti explore: How personal stories can shape and strengthen philanthropic purpose The importance of creating a family mission statement to guide giving The role of financial advisors in helping clients discover not only what they want to do with their money, but why Practical ways to amplify the impact of nonprofits, especially those doing vital but lesser-known work Whether you’re a donor, an advisor, or someone looking to align your values with your giving, Patti’s story will leave you inspired to connect generosity with healing.

In this episode of Money to Give, host Rick Peck sits down with Marc Pollick, founder and president of The Giving Back Fund, for a fascinating conversation on the realities of celebrity philanthropy and the broader nonprofit landscape. Marc shares his unique journey from being a Holocaust scholar and working alongside Nobel laureate Elie Wiesel to building one of the most trusted philanthropic advisory organizations in the world. He explains how a newspaper story about Michael Jordan’s foundation inspired him to dedicate his career to helping athletes, entertainers, and philanthropists create lasting impact through well-run, mission-driven organizations. Listeners will hear candid insights about: Why many celebrity foundations struggle—and how The Giving Back Fund helps them succeed. The challenges of saying “no” to celebrities when compliance and ethics are at stake. How ego and fragmentation often undermine nonprofit collaboration—and what it takes to build unity around a cause. The importance of meaningful giving (not just lending a name) for true philanthropic leadership. Inspiring examples, from Yao Ming’s schools in China to Nexus, a global movement of next-generation changemakers. Marc also opens up about lessons learned from nearly 30 years in philanthropy, what makes an ideal client for The Giving Back Fund, and why collaboration and transparency are essential for impact. If you’ve ever wondered how wealth, celebrity, and purpose intersect—or what it really takes to build a foundation that lasts—this episode offers practical wisdom and eye-opening stories you won’t want to miss. Resources & Links: Learn more about The Giving Back Fund: givingback.org Contact Marc Pollick: mpollick@givingback.org

In this powerful episode of Money to Give, Rick Peck sits down with Paul Romness, President and CEO of OS Therapies, a clinical-stage biotech company tackling one of the most heartbreaking challenges in medicine: osteosarcoma, a rare pediatric bone cancer. With a therapy originally developed at the University of Pennsylvania, Paul and his team are using an innovative immune-boosting approach that is already showing promise in both human and canine trials. What makes OS Therapies particularly inspiring is its partnership with the nonprofit sector. Seven mission-driven organizations have stepped up to fund OS’s research through a venture philanthropy model, accelerating new treatments while staying true to their charitable missions. “If the trial had failed,” Paul says, “they still would’ve fulfilled their mission of advancing research. But the good news is, it’s working.” Rick and Paul explore the hope, science, and heart behind this game-changing model of nonprofit impact and medical innovation. Key Takeaways: OS Therapies is pioneering a HER2-targeted immunotherapy for osteosarcoma with minimal side effects and strong early results. The treatment has already received conditional USDA approval for dogs and is progressing through FDA trials for children. Nonprofits are playing a catalytic role by investing in translational research and accelerating therapies to market. The PBS documentary Shelter Me: Cancer Pioneers shares the moving story of OS Therapies' science and patients—human and canine. Resources & Links: OS Therapies Website :https://ostherapies.com/ PBS Documentary: Shelter Me: Cancer Pioneers – Watch here Connect with Paul Romness: https://www.linkedin.com/in/paul-romness-97a83886/

What if your philanthropic legacy could live on through a feature film—one that entertains, educates, and sparks real-world change? In this episode, Rick Peck sits down with Rosser Goodman, founder of Tano Rising Film, to explore how donor-driven filmmaking can bring underrepresented stories to the big screen. Rosser shares how she partners with families, philanthropists, and advisors to match powerful causes with compelling, pre-existing scripts—stories that might otherwise sit on the shelf. From accurate representation of sensitive topics to integrating calls-to-action right into the moviegoing experience, Tano Rising’s model offers a unique way to create measurable impact through art. Whether you’re a donor, advisor, or nonprofit leader, you’ll gain insight into how cinema can be a tool for advocacy, education, and legacy-building. Resources & Links Learn more about Tano Rising Film: TanoRising.Film Connect with Rosser Goodman on LinkedIn Discover the DAF Giving Summit: DAF Giving Summit

What happens when a piece of family history rewrites everything you thought you knew about yourself—and your responsibility to others? In this powerful episode of Money to Give, host Rick Peck speaks with Hilary Giovale, a philanthropist and author of Becoming a Good Relative: Calling White Settlers toward Truth, Healing, and Repair , whose journey began with an unexpected discovery in her family’s genealogy. That discovery—a legacy built on stolen Indigenous land and the labor of enslaved people—sparked years of spiritual reckoning, historical research, and deep relationship-building with affected communities. Hilary shares how confronting her ancestors’ role in American capitalism led her to embrace “reparative philanthropy,” a practice rooted in humility, trust, and a commitment to address the ongoing harms of the past. Together, Rick and Hilary explore: The connection between slavery, land dispossession, and the foundations of American wealth. The limitations of traditional, institutional philanthropy—and why trust-based approaches matter. The concept of “interpersonal philanthropy” and the many ways people can give beyond money. How to start a personal reparations plan, with or without financial wealth. Spiritual practices that ground reparative giving in relationship, reciprocity, and healing. This episode challenges listeners to think differently about wealth, generosity, and our shared history—and to consider what meaningful repair might look like in their own lives. Resources Mentioned in Episode: Links to order from Indie Booksellers Guide to Making a Personal Reparations Plan The Half Has Never Been Told: Slavery and the Making of American Capitalism, by Edward E. Baptist Decolonizing Wealth: Indigenous Wisdom to Heal Divides and Restore Balance, by Edgar Villanueva 100% of book proceeds go to Jubilee Justice and Decolonizing Wealth Project

Nonprofit policy experts Sara Barba and Ali Bedford unpack one of the most consequential tax bills for philanthropy in recent years. From potential threats to major wins, this is a behind-the-scenes look at how tax legislation affects donors, nonprofits, and the entire charitable sector. With clarity and candor, Sara and Ali explain what was cut from the final bill (and why), the risks that almost made it through, and how advocacy played a crucial role in protecting nonprofit interests. Rick brings thoughtful curiosity to the conversation, guiding listeners through the complexities of policy, tax incentives, and charitable giving in a time of economic and political tension.

When we hear the word "philanthropist," we often picture someone with extraordinary wealth. But what if we’ve misunderstood who philanthropists truly are, and how they give? In this heartfelt episode of Money to Give, Rick Peck sits down with philanthropy advisor Deborah Goldstein, founder of Philanthropy Camp for Women, to explore how women are redefining generosity through values-driven, thoughtful giving. Deborah shares how her camp helps women at all stages of their giving journey find clarity, confidence, and community, transforming overwhelm into joy, and obligation into purpose. Whether you’re new to giving or seeking a deeper sense of meaning in your generosity, this conversation offers practical wisdom and a fresh perspective on what it really means to be a philanthropist. Key Takeaways: Philanthropy isn’t just about large gifts, it’s about intention, alignment, and impact. Many women give generously but don’t identify as philanthropists; redefining that narrative can be empowering. Reflecting on past giving can reveal patterns that no longer serve your values, and open the door to more purposeful generosity. Building community through shared giving experiences can reignite joy, reduce isolation, and inspire long-term engagement. Resources Mentioned: Enlightened Philanthropy  Philanthropy Camp for Women “What’s Your Enough?” Tool  Report: Overcoming Psychological Barriers to Giving via National Center for Family Philanthropy

What do accounting systems have to do with generosity? More than you might think. In this episode, Rick Peck sits down with Dave Ashworth, CPA and founder of The Quantify Group, to explore the deep connections between sound financial practices and successful fundraising. Together, they unpack how transparency, training, and thoughtful reporting aren’t just administrative tasks, they’re the foundation of trust between nonprofits and their supporters. Dave brings clarity and compassion to a topic that can feel intimidating. Whether you’re a nonprofit leader, donor, or advisor, this episode will inspire you to see accounting not just as numbers on a page, but as a tool for building mission-aligned relationships and long-term sustainability. Key Takeaways: Transparency builds trust, especially when reporting includes what didn’t go as planned.  Planning for financial disruptions and diversifying funding sources are essential for resilience. Good financial systems and well-trained staff support accurate reporting and donor confidence. A compelling mission is only the beginning; measurable impact and clear communication keep donors engaged. Resources Mentioned: Connect with Dave Ashworth Learn more about Dave Ashworth and The Quantify Group A documentary recommendation on nonprofit overhead and financial practices: Uncharitable

Episode Summary: What makes a story worth telling, and how can your story shape the legacy you leave behind? In this deeply meaningful episode of Money to Give, host Rick Peck sits down with Caleb Breakey, founder of Renown Publishing, to explore how personal storytelling helps families, leaders, and donors connect with their true purpose. Caleb shares how he helps individuals uncover the richness of their lived experiences, especially those who may not see their own stories as valuable. With thoughtful insight, Caleb explains how authentic storytelling becomes a guide for future generations, a tool for healing, and a compass for aligning personal and professional purposes. This conversation is a reminder that giving isn't just about money, it's about sharing who we are, and why we’re here. Key Takeaways:  Your story is a gift: Knowing and sharing your story brings clarity, healing, and influence. Even seemingly ordinary lives hold extraordinary meaning. Legacy starts with vulnerability: True legacy is built not by telling people what to do, but by letting them see how you lived—failures, triumphs, and all. Relationships matter most: The most meaningful client experiences come from thoughtfulness, intention, and a mindset of giving without expectation. Storytelling leads to transformation: When individuals reflect deeply on their journey, they unlock purpose, shift perspectives, and often find the courage to serve others in more profound ways. Resources & Link: Learn more about Caleb’s work: Renown Publishing Book Recommendation: If Disney Ran Your Hospital, 9 1⁄2 Things You Would Do Differently by Fred Lee

Private foundations aren't just for billionaires—they’re accessible, flexible tools that allow individuals and families to give strategically and build a lasting legacy. In this episode, Rick Peck is joined by Amanda Flanagan, Senior Vice President at Foundation Source, to explore how private foundations empower donors with greater control, creative funding options, and multigenerational engagement. Together, they unpack how these foundations work, who they’re for, and why they’re more relevant than ever in today’s philanthropic landscape. Whether you’re a donor, advisor, or nonprofit leader, this conversation will help you understand the true potential of private foundations—and how they can complement donor-advised funds and other giving strategies. Key Takeaways: Most private foundations start with $1 million or less—making them far more accessible than many realize. Private foundations offer broad flexibility, including charitable lending, scholarships, and direct philanthropic activity. They support long-term, values-based giving—and can be excellent tools for multigenerational engagement. Assets like real estate, crypto, and closely held stock can all be used to fund a foundation. Resources: Foundation Source IRS Private Foundation Overview

Legacy isn’t just what we leave in our wills—it’s what we leave in people’s hearts. In this deeply personal episode of Money to Give, Rick Peck sits down with Kerri Fernsworth, a storyteller, interviewer, and legacy video creator who helps individuals and families preserve their values, voices, and life stories. Together, they explore why capturing personal stories matters—not just for our families, but for our communities and causes. Whether it’s a grandparent reflecting on life lessons, a donor sharing why they give, or a leader pausing to look back before forging ahead, Kerri believes that storytelling is one of the most human—and generous—acts we can engage in. This episode reminds us that everyone has a story worth preserving, and that sometimes, the best gift we can offer is simply to listen. #MoneyToGive #KerriFernsworth #LegacyStorytelling #PreserveYourStory #HumanConnection #Philanthropy #MeaningfulGiving #EndOfLifeWisdom #FamilyLegacy #NonprofitStorytelling #ValuesInAction #CSuiteRadio 🔗 Resources: Find Kerri on LinkedIn www.AuthenticLegacyVideo.com

We often think success is about strategy, systems, and hard work. But what if the real key to impact lies in uncovering the subconscious beliefs that quietly hold us back? In this transformative episode of Money to Give, Rick Peck is joined by Dr. Lise Janelle, a renowned heart-centered success coach, chiropractor, and founder of the Center for Heart Living. Dr. Lise works with leaders, philanthropists, and high-achieving professionals to clear subconscious blocks, reconnect with purpose, and accelerate lasting, authentic success. Together, they explore why smart, capable people often feel stuck or misaligned—and how understanding the root of self-sabotage can change everything. From procrastination to money blocks to burnout in mission-driven leadership, Dr. Lise shares the inner work required for greater outer impact. If you're carrying the weight of leadership, navigating complex decisions, or simply wondering what’s next—this episode is both practical and deeply personal. Resources: Book: Conversation with the Heart: The Path to Extreme Freedom by Dr. Lise Janelle Free resources and coaching information available at centreforheartliving.com #MoneyToGive #DrLiseJanelle #HeartCenteredLeadership #InnerWork #PurposeDrivenLiving #MissionDrivenLeadership #NonprofitLeadership #Procrastination #PhilanthropyAndPersonalGrowth #GivingWithPurpose #CSuiteRadio

What does it take to build a nonprofit board that doesn’t just exist—but actually works? In this episode of Money to Give, Rick Peck sits down with nonprofit strategist and board leader Chris Wong to explore how to cultivate a well-functioning, accountable board. Together, they unpack the most common missteps organizations make when bringing on board members—and how to avoid them. From onboarding and expectations to diversity, fundraising, and engagement, Chris shares hard-earned insights and practical strategies to help boards step into their full potential. Whether you're an executive director, board chair, or someone who’s ever wondered “why am I on this board?”, this conversation is a must-listen. 🔑 Key Takeaways: Well-functioning boards don’t happen by accident. They require structure, expectations, and thoughtful onboarding. Diversity isn’t just identity—it’s experience, skill set, and perspective. The best boards are a mix of voices and strengths. Fundraising doesn’t have to feel uncomfortable. It’s about connecting people to mission, not just making asks. Clarity prevents burnout. Knowing your role, responsibilities, and limits as a board member is critical to performance and morale. A silent board member is a missed opportunity. Great facilitation ensures everyone contributes—not just the loudest voices. 🔗 Resources Mentioned: BoardSource: Tools and insights for nonprofit boards Chris Wong on LinkedIn: https://www.linkedin.com/in/chriswonglmhc/ Rick Peck: https://www.thephilanthropyguy.com/ Catch this and other episodes of Money to Give wherever you listen to podcasts. If you enjoyed today’s episode, don’t forget to leave a review and share it with your network. #MoneyToGive #NonprofitLeadership #BoardGovernance #FundraisingStrategy #BoardDevelopment #DiversityInBoards #NonprofitBoards #MissionDrivenLeadership #BoardOnboarding #Philanthropy

In this heartfelt and wisdom-packed episode of Money to Give, Rick Peck welcomes Kris Miller, financial legacy strategist, author, paralegal, and founder of Healthy Money Happy Life. Known as the “Money Maestro,” Kris has helped over 6,000 clients create living trusts and protect more than $2.5 billion in assets, without losing a dime to market risk. Her mission is simple yet profound: help people preserve their financial future while building a life of purpose, peace, and generosity. Kris shares her powerful personal journey, from walking barefoot across America on a spiritual pilgrimage to working in law and finance, teaching people how to build a “living legacy.” With warmth, clarity, and urgency, she explains how safe money strategies, legal tools like living trusts, and values-based planning can help people avoid financial disaster while giving generously during their lifetime. “It’s not just about saving,” Kris says. “It’s about living, and giving, while you still can.”  Key Takeaways Safe money strategies (like equity-indexed annuities) can protect assets from market loss, long-term care costs, and probate. Living trusts aren’t just for end-of-life, they’re tools to manage your values and legacy now. Financial literacy is critical: most people don’t know where their money is invested, and that can cost them. A “living legacy” means giving while you’re alive—not waiting until after you’re gone to make an impact. Resources & Links Kris’s Website: ⁠https://healthymoneyhappylife.com/⁠ Book a free Financial Fitness Session:⁠ MeetWithKrisMiller.com⁠ Connect with Kris: ⁠https://www.linkedin.com/in/krismiller-legacywealth/⁠ 🎧 Listen to the full episode with Kris Miller here. 📚 To listen to Rick’s other guests on the Money to Give podcast, click here. 📩 Don’t miss out on other giving news—follow Rick on LinkedIn, click here.

What happens when personal loss reshapes your professional purpose? In this powerful episode of Money to Give, Rick Peck sits down with Chris Schuler—a longtime fundraising leader turned venture philanthropy advocate—whose personal journey through grief became a catalyst for bold, outcome-oriented giving. After losing his father to brain cancer, Chris began to question the status quo in philanthropy. Were nonprofits truly delivering impact, or simply preserving themselves? Were donors being given honest, measurable insights into the outcomes they supported? And could philanthropy play a bigger role in solving—not just managing—our toughest challenges? From traditional fundraising to venture philanthropy, Chris shares how he’s redefining what donor partnership looks like—and what it takes to align passion with measurable progress. Connect with Chris Schuler on LinkedIn If this episode resonated with you, please leave a review and share it with a fellow changemaker. #MoneyToGive #ChrisSchuler #VenturePhilanthropy #DonorEngagement #PhilanthropyStrategy #NonprofitLeadership #CharitableGiving #ImpactInvesting #DonorTrust #MissionDrivenGiving #CSuiteRadio

With Congress eyeing new ways to raise revenue, philanthropy is increasingly in the spotlight—and on the chopping block. In this special episode of Money to Give, policy expert Sara Barba returns to unpack the latest tax legislation and executive actions that could have sweeping implications for nonprofits, foundations, and donors. Sara explains what’s inside the latest tax bill from the House Ways and Means Committee, including increased taxes on private foundations, limits on charitable deductions for high-income donors, and a revived provision that taxes nonprofit employee parking. She also discusses the rising concern around recent executive orders—particularly those aimed at DEI programs—and a surprising potential win: the revival of the universal charitable deduction. Whether you're leading a nonprofit, advising donors, or simply trying to stay informed, this episode is a must-listen for understanding the forces shaping the future of charitable giving. #MoneyToGive #SaraBarba #NonprofitPolicy #TaxReform #CharitableGiving #Philanthropy #DAFs #NonprofitLeadership #PublicPolicy #UniversalCharitableDeduction #DEI #TaxingGenerosity #CSuiteRadio

Donor-advised funds (DAFs) are no longer the future—they’re the now. With over $250 billion sitting in DAFs and usage growing fast among mid-level donors, nonprofits can’t afford to misunderstand or overlook this giving vehicle. In this episode of Money to Give, Rick Peck speaks with Mitch Stein, Head of Strategy at Chariot, about how technology is transforming the DAF experience and why removing friction for donors is critical for unlocking more generous, more frequent giving. Mitch shares personal stories, donor trends, and hard data to reveal what’s actually happening inside the DAF ecosystem—and what nonprofits must do to stay relevant and ready. DAFs are growing fast—and expanding across all donor levels. They're no longer limited to major donors. DAF giving increases generosity. When donors switch from credit card to DAF, they often double their annual giving. Friction is costly. A lack of integration and ease leads to donor drop-off. Making DAF giving as easy as Apple Pay changes everything. Track DAF gifts intentionally. Many nonprofits can’t report how many DAF gifts they receive. That has to change. Mindset matters. DAFs aren't a barrier—they’re a philanthropic accelerator if you know how to engage them. Chariot – DAFPay and DAF integration for nonprofits DAF Fundraising Report – National trends and data from 78M+ donation records National DAF Giving Day – October 9, 2025 Mitch Stein on LinkedIn Find Money to Give on C-Suite Radio, Apple Podcasts, Spotify, or wherever you get your podcasts. If you enjoyed this episode, please leave a review and share it with your network. #MoneyToGive #DonorAdvisedFunds #Chariot #MitchStein #DAFstrategy #NonprofitFundraising #Philanthropy #DonorEngagement #FundraisingInnovation #CharitableGiving

📄 Episode Summary: In this inspiring episode of Money to Give, Rick Peck sits down with Jason Ellinger, co-founder of Beard and Bowler, to explore how storytelling can transform the way nonprofits connect with their audiences—and ultimately, how they inspire action. Jason shares his personal journey from covering tragic news stories as a photojournalist to founding a storytelling agency focused on positive, life-changing narratives. Through real-world examples and a behind-the-scenes look at their proven framework, Jason breaks down the essential ingredients of powerful nonprofit storytelling—and why following the right structure matters more than ever in today's world of information overload. Whether you're a nonprofit leader, fundraiser, or marketer, this episode will change the way you think about how your story is told—and why getting it right can make all the difference. 🔑 Key Takeaways: Stories must follow a proven structure. Hero, problem, guide, plan, action, and resolution—in the right order—to keep audiences engaged and motivated. Tension is critical. If you resolve the problem too soon, your audience will mentally "check out." Video storytelling is no longer optional. It's a fundamental tool for connecting emotionally and authentically with donors and supporters. Storytelling reveals your ‘why’. Powerful stories don’t just move external audiences—they also inspire internal teams and volunteers. Quality storytelling requires a team. Great video isn’t just about cameras—it's about combining narrative expertise, technical skill, and emotional authenticity. 🎬 Resources Mentioned: Beard and Bowler Website StoryBrand by Donald Miller (recommended reading for understanding story frameworks) 🔔 Listen & Subscribe: Don’t miss upcoming episodes of Money to Give! Follow us wherever you get your podcasts and leave a review if you enjoyed today’s conversation. #MoneyToGive #Storytelling #NonprofitLeadership #VideoMarketing #Philanthropy #StoryBrand #DonorEngagement #BeardAndBowler #FundraisingStrategy #ImpactStorytelling

Episode Overview In this powerful and eye-opening episode, Rick sits down with Alex Ellis, a service coordinator at Upper Valley Haven, to discuss the growing crises of housing and food insecurity in Vermont and New Hampshire. With deep compassion and practical insight, Alex shares stories from the frontlines, highlighting the real-life challenges people face—and the often unseen systems that keep them from getting back on their feet. From rising housing costs and no-cause evictions to emotional barriers like shame and fear, Alex paints a vivid picture of what it means to be vulnerable—and what it takes to rebuild stability and dignity. They also discuss the Haven’s new initiative, the 608 Center, a first-of-its-kind resource hub designed to streamline services and offer hope for people experiencing crisis. What You'll Learn in This Episode: Eye-opening statistics about hunger and homelessness in the Upper Valley The role of a service coordinator—and why it’s about more than just connecting services The emotional toll of navigating poverty and the power of compassionate support How systems like housing and mental health access create barriers—and how the Haven helps people overcome them Personal stories of resilience, including one man’s inspiring journey from shelter to self-sufficiency A behind-the-scenes look at the 608 Center, the Haven’s new resource hub for people in crisis Resources & Links: 🔗 Upper Valley Haven: https://www.uppervalleyhaven.org 📣 Support the 608 Center Campaign: Learn how you can contribute to the Haven’s newest initiative to centralize care and provide a one-stop support center. 📬 Need Help or Want to Refer Someone? The Haven offers walk-in hours, phone, email, and online support options. Share & Subscribe If this episode inspired you, please subscribe, leave a review, and share it with someone who cares about building more compassionate communities. ➡️ Follow us on LinkedIn, Spotify, Apple Podcasts, or wherever you get your shows. 🎧 Listen to all episodes of Money to Give at: https://feeds.transistor.fm/money-to-give

🎙 Episode Summary What if real estate investing could be more than just wealth accumulation? What if it could also be a powerful vehicle for philanthropy and legacy building? In this episode of Money to Give, host Rick Peck sits down with Ben Reinberg, a commercial real estate expert and CEO of Alliance, to discuss hard assets, smart investing, and using wealth for impact. Ben discusses his upcoming book, Hard Assets and Hard Money for Hard Times, a transformative guide that helps individuals build generational wealth through strategic real estate investing while also leveraging assets for charitable giving. If you’re looking for a holistic approach to wealth creation, from financial growth to philanthropy, this episode is for you. In This Episode, We Cover: ✔️ The Fundamentals of Real Estate Investing – Key principles every investor needs to know ✔️ Avoiding Common Investment Pitfalls – How to mitigate risks in commercial real estate ✔️ Hard Assets vs. Cash Investments – Why real estate is a game-changer for wealth creation ✔️ The Power of Holding & Long-Term Strategy – How to navigate market fluctuations ✔️ Building Generational Wealth – Steps to creating an enduring financial legacy ✔️ Using Real Estate for Philanthropy – How high-net-worth individuals can integrate giving into their investment strategy ✔️ The Hard Asset Empire Blueprint – Ben’s approach to financial freedom, asset protection, and smart investing ✔️ Balancing Wealth & Well-Being – The mindset shifts needed to succeed in real estate investing About Our Guest: 🔹 Ben Reinberg is the CEO of Alliance, a leading real estate investment firm specializing in commercial properties. With over 30 years in the industry, Ben has built a multi-million-dollar portfolio and has become a recognized authority in strategic investing. 🔹 Author of Hard Assets and Hard Money for Hard Times – His latest book provides a step-by-step guide for individuals looking to build wealth through real estate and create a financial legacy. 🔹 Philanthropic Approach to Wealth – Ben advocates for using real estate profits to give back, emphasizing the untapped potential of donating hard assets. Take Action: 👉 Start Investing in Hard Assets – Learn the fundamentals of real estate investing and asset protection. 👉 Think Long-Term – Wealth isn’t built overnight; strategic planning ensures long-term success. 👉 Explore Real Estate for Philanthropy – Consider donating property or leveraging commercial assets for charitable giving. 👉 Read Hard Assets and Hard Money for Hard Times – Get Ben’s expert insights on building and protecting wealth. 👉 Visit BenReinberg.com for More Resources – Discover courses, consulting, and investment opportunities. Resources & Links Mentioned: 🔹 Ben Reinberg’s Website: www.benreinberg.com 🔹 Alliance Real Estate Investments: www.alliancecgc.com 🔹 Pre-Order Hard Assets and Hard Money for Hard Times: www.benreinberg.com/book  🎧 Subscribe & Share: If you enjoyed this episode, please subscribe, leave a review, and share Money to Give with others looking to grow wealth with purpose.

🎙 Episode Summary How can families make philanthropy a lasting and impactful part of their legacy? In this episode of Money to Give, host Rick Peck continues his conversation with Megan Helzner and Valerie Sussman, diving deeper into the nuances of family philanthropy, tax-efficient giving, and engaging multiple generations in charitable efforts. From estate planning and donor-advised funds to leveraging non-cash assets, this discussion offers practical strategies to help families structure their giving in ways that align with their values, financial goals, and long-term vision for making a difference. Whether you're a donor, nonprofit leader, or financial advisor, this episode provides essential insights into how to approach philanthropy more strategically. In This Episode, We Cover: ✔️ Entry Points for Giving Conversations – When and how to introduce philanthropy in family discussions ✔️ Estate Planning & Legacy Giving – Structuring philanthropy for long-term impact ✔️ Using Donor-Advised Funds (DAFs) – How to maximize flexibility and tax advantages ✔️ Non-Cash Giving – Unlocking the potential of real estate, stock, and business sales for philanthropy ✔️ Engaging Multiple Generations – Ensuring family unity in giving and passing on philanthropic values ✔️ Tax-Efficient Giving Strategies – Reducing tax burdens while increasing charitable impact ✔️ Avoiding Donor Fatigue – Balancing immediate giving with sustainable, long-term impact ✔️ Philanthropy in Changing Times – How social movements and global events shape giving strategies About Our Guests: 🔹 Megan Helzner is a Principal at CFAR, where she advises family foundations and mission-driven organizations on effective philanthropy. With advanced degrees from the University of Pennsylvania and a background in nonprofit leadership, she helps families develop personalized giving strategies. 🔹 Valerie Sussman is a Chartered Advisor in Philanthropy, specializing in estate planning, tax-efficient charitable giving, and structuring philanthropic trusts. She has served in leadership roles at the Boston Bar Association and the Boston Estate Planning Council and is an expert in wealth management and philanthropy. Take Action: 👉 Start the Conversation – Use natural moments like holidays, major life events, or financial planning discussions to introduce philanthropy. 👉 Explore Non-Cash Giving – Consider donating appreciated assets, real estate, or business interests instead of cash. 👉 Leverage Tax Strategies – Work with advisors to maximize deductions and create long-term charitable structures. 👉 Engage the Next Generation – Involve younger family members by aligning philanthropy with causes that resonate with them. 👉 Stay Informed – Follow experts like Megan and Valerie for the latest insights on strategic philanthropy. Resources & Links Mentioned: 🔹 National Philanthropic Trust: www.nptrust.org 🔹 House & Senate Directories: www.house.gov | www.senate.gov 🔹 Connect with Meghan Helzner and Valerie Sussman on LinkedIn for more insights. 🎧 Subscribe & Share: If you found this episode valuable, please subscribe, leave a review, and share Money to Give with those who care about philanthropy and wealth planning.

Episode Summary:With major tax reform looming in 2025, the nonprofit sector finds itself at a critical crossroads. In this episode of Money to Give, host Rick Peck welcomes Sara Barba, a policy expert deeply embedded in the legislative landscape, to break down how recent political shifts and budget reconciliation efforts could dramatically impact charitable giving. We discuss the latest developments out of Washington, the challenges nonprofits are facing in the wake of policy uncertainty, and what individuals and organizations can do to advocate for philanthropy. If you’re wondering how tax policy changes will shape the future of giving—or what actions donors and nonprofits should take now—this episode is a must-listen. In This Episode, We Cover: ✔️ The state of tax reform in 2025 and how it affects philanthropy✔️ How budget reconciliation is shaping nonprofit funding✔️ The role of executive orders in altering charitable giving policies✔️ Why nonprofits and donors must advocate for tax-efficient philanthropy✔️ Actionable steps individuals can take to support the sector About Our Guest: Sara Barba is a seasoned public policy expert specializing in tax policy, philanthropy, and legislative advocacy. As a senior advisor at Integer, LLC she helps nonprofits and donors navigate the ever-changing political landscape to maximize impact. Follow Sara Barba on LinkedIn for policy updates 🎧 Subscribe & Share:If you found this episode valuable, please subscribe, leave a review, and share Money to Give with those who care about the future of philanthropy. Every voice matters in shaping policies that impact charitable giving.

Episode Summary What does philanthropy look like for high-net-worth families? How can wealth advisors, estate planners, and philanthropic consultants help guide their giving? In this episode of Money to Give, host Rick Peck—The Philanthropy Guy—dives into these critical questions with two expert guests: Megan Helzner and Valerie Sussman. With decades of experience advising donors, family foundations, and mission-driven organizations, Megan and Valerie offer invaluable insights into structuring charitable giving, engaging multiple generations, and maximizing impact through tax-efficient strategies. This is Part 1 of a two-part conversation packed with actionable advice for donors, advisors, and nonprofit professionals alike. What You’ll Learn in This Episode ✔️ The key factors high-net-worth families should consider when structuring their philanthropy✔️ How to balance financial planning with meaningful charitable impact✔️ Best practices for multi-generational engagement in family philanthropy✔️ Tax-advantaged strategies for maximizing charitable giving About Our Guests 🔹 Megan Helzner, MPA, MBA – A Senior Manager at CIFAR, Megan is a consultant and coach to family foundations, family enterprises, and other mission-driven organizations. She holds advanced degrees from the University of Pennsylvania and Wharton School, along with leadership certifications in nonprofit management. 🔹 Valerie Sussman, Esq. – A Chartered Advisor in Philanthropy, Valerie specializes in helping clients achieve their charitable goals through estate planning, trusts, and tax-advantaged giving strategies. She is an active member of the Boston Bar Association, the Boston Estate Planning Council, and the Boston Foundation’s Professional Advisor Network. Tune In & Subscribe Join us for this insightful conversation and discover how high-net-worth families can give more effectively while aligning their philanthropy with their values and legacy goals. 📌 Subscribe to Money to Give on your favorite podcast platform and leave us a review! 💡 Know someone who would benefit from this episode? Share it with them! 📩 Have a question or topic suggestion? Reach out to us!

Episode Summary: Federal grants can unlock transformative opportunities for nonprofits, but the process is often complex and intimidating. In this episode, we sit down with Bria Arline, Founder and CEO of IQ Ignited, who has helped nonprofits and local governments secure millions in public funding with an impressive 80% success rate. Bria shares her expert insights on simplifying the federal grant application process, overcoming common challenges, and positioning your organization for long-term success. Whether you’re just starting out with grant applications or looking to refine your approach, this episode offers actionable strategies to help you secure funding and achieve your mission. What You’ll Learn: The biggest challenges nonprofits face in the federal grant process—and how to overcome them. Why preparation, clarity, and storytelling are critical to winning grants. How Bria’s experience as a former educator and marketing professional informs her approach to nonprofit success. Practical tips for building capacity within your organization to effectively manage grant opportunities. About Our Guest: Bria Arline is the Founder and CEO of IQ Ignited, a consultancy specializing in federal grant solutions for nonprofits and local governments. With her guidance, organizations have unlocked millions in funding to expand critical programs, particularly in education and workforce development. Bria is passionate about helping nonprofits streamline their grant processes to drive impact and transform lives in their communities. Links & Resources: Learn more about IQ Ignited: https://www.iqignited.com/ Connect with Bria on LinkedIn: https://www.linkedin.com/in/briaarline/ Check out the latest issue of Charitable Giving newsletter: https://conta.cc/4atMdKY Episode Highlights: [00:00] Introduction and overview of federal grantmaking challenges[05:30] Bria’s journey to becoming a grantmaking expert[12:15] Key tips for simplifying the grant application process[18:45] Overcoming capacity and resource challenges in nonprofits[25:30] The importance of storytelling and clear communication in grant applications[30:00] Final thoughts and Bria’s advice for nonprofit leaders Let’s Connect: If you enjoyed this episode, don’t forget to subscribe, leave a review, and share it with your network. Together, we can amplify the impact of nonprofits around the world!

Episode Summary: In this compelling follow-up episode of Money to Give, host Rick Peck welcomes back Erinn Andrews, founder of Give Team and president of the International Association of Advisors in Philanthropy, for a deeper look into the evolving role of financial advisors in charitable planning. Erinn shares new insights from her work with the Donor Advised Fund Research Collaborative, exploring how some advisors are leading with generosity and values, while many others remain reactive, or worse, resistant, to their clients’ giving goals. Together, Rick and Erinn unpack trends reshaping the advising landscape: from the rise of the “Net Positive” movement, to the consolidation of RIAs, to missed opportunities in philanthropic advising. This conversation is a must-listen for advisors who want to stay relevant, donors who want better support, and nonprofits seeking to bridge the gap. Key Takeaways: Top advisors bring up charitable giving early—and often—with clients, linking money to values. Many advisors still lack the confidence or tools to lead conversations about donor-advised funds (DAFs). Donors are increasingly willing to switch advisors or DAF sponsors to find aligned philanthropic support. The emerging Net Positive Consortium is a sign of momentum: advisors building businesses that leave more good in the world than they take. Resources & Links: Give Team Website Donor Advised Fund Research Collaborative International Association of Advisors in Philanthropy Connect with Erinn

Death. Something we don't really like to think about! But, you know who thinks about death a lot? Estate planning professionals. They work with individuals and families to create the right set of instructions based on the intellectual and emotional desires of their clients. What are the life lessons that professionals in the estate planning industry can learn along the way regarding service over material wealth? What kind of advice would a professional like this give to the younger version of himself? And, what people do we meet along the way that irrevocably change our lives--and guide us to live a life in full? Hear from expert Eli Angote about his reflections in the field. Need support with your estate planning documents? Find Eli on LinkedIn: https://www.linkedin.com/in/elijahka/Read more about Eli's work: https://thebestnotary.net/team/

Likely, we all know of a family that has been affected in some way by substance misuse and/or mental illness.  And both of these issues are at a crisis point in the U.S.  As our concerns rise, what actually WORKS in addressing these issues?  And, what role do government and policymakers play in addressing addiction and mental illness---and how do they respond?  Further, and importantly, what role can donors and philanthropy play?  Lastly, how can professional advisors---like CPAs, wealth advisors, and trusts & estates attorneys---support donors in engaging in behavioral health philanthropy?  Join expert Tym Rourke for a deep and fascinating conversation about the possibilities ahead.

Wanna know a SECRET?  With a record $557 Billion donated in 2023 in the U.S., it is possible that a donor might ACTUALLY achieve all his or her tax and charitable goals---with nonprofits benefiting deeply---using a woefully underutilized tool.  What's it called?  The Charitable Lead Annuity Trust, or "CLAT."  It's like the Swiss Army knife of charitable giving.  And, a type of CLAT---known as an “iCLAT"---is a tool accessible to every CPA, wealth advisor, and trusts & estates attorney, and especially those working with moderate-to-wealthy clients.  Complex estate planning guru Brad Gornto explains it all to you!  

What are the key factors that motivate people to donate?  Motivations DO differ from other financial decisions like buying products or investing in the stock market.  And in the modern age of eroding trust, how is charitable effectiveness actually assessed?  Some charities are astronomically more effective than others.  Psychological research can be the key that helps donors understand their own motivations and the eternal dilemma of the “head vs. heart.”  Learn from Harvard researcher Matt Coleman, PhD about the power of motivation and how it impacts giving today!

With nearly $250 billion in donor-advised funds, DAFs are often criticized as vehicles for parking assets.  But, new models are addressing this concern.  Innovations are emerging to make DAFs more accessible and appealing to lower-level donors rather than being primarily tools for ultra-high-net-worth individuals.  Wealth managers are increasingly interested in philanthropic solutions for their clients.  And, cryptocurrency donations offer opportunities for expanding the philanthropic landscape. The next generation of donors—especially millennials and Gen Z—are showing different values---and different assets---when it comes to philanthropy. How are we as professionals catering to these new philanthropic trends, and what role does technology play in this shift?  Alexis Miller from Endaoment gives insight on all of this---and more.

Relationships are everything.  So, why is it that nonprofits often come to donors with the never-ending ask, as if the donor or potential donor is simply an ATM?  What donor wants THAT kind of relationship with a nonprofit?  How do we shift our traditional fundraising methodology to something that feels more authentic and long-term, working with donors as valued partners, rather than simply short-term and transactional---to create overarching success---from both the donor's AND the nonprofit’s point-of-view?  Author, donor, and charitable giving expert Lisa Zola Greer tells compelling stories about how it feels to be excluded from meaningful conversations---and what nonprofits can do to change that.  See the link to Lisa's new book here: The Essential Fundraiser’s Handbook: A Guide to Maximizing Donations, Retaining Donors, and Saving the Giving Sector for Good – Lisa Greer

What is a community foundation?  Why do they matter?  Many people have heard of them but could not quite tell you what they do, despite there being about 700 of them in the United States---and likely one near you!  Community foundations know their locales very well: they help facilitate millions in gifts to nonprofits focused on behavioral health, food scarcity, the environment, education, housing, and so many more themes.  How can you learn more about community foundations and their impact, including how they can use donor-advised funds for impact?  Chris Beach, Senior VP at The Minneapolis Foundation, passionately relays the importance of what community foundations bring to the table and how donor-advised funds play a critical role. 

Tax reform.  Tax Super Bowl.  Taxmageddon.  The expiring tax cuts of 2025 are getting people anxious!  There is a lack of education and understanding that members of Congress and their staff have about what the philanthropic sector really does.  Worse, threats to the sector are NUMEROUS and a bit unknown until election day on November 5, 2024.  And, U.S. legislators may be looking to nonprofits as a source of revenue!  Yikes!  What is to happen?  How will things look a little different from the 2017 “pro-growth” mindset of legislators seven years ago?  What can we collectively do about that?  Hear from Sara Barba, expert federal policy consultant and lobbyist for charities, as well as a principal at Integer, LLC, about her thoughts on what can happen next.  You can also e-mail her at sbarba@integerpolicy.com or visit the philanthropy portion of her website at integerpolicy.com/philanthropy-policy/ 

They call it the Great Wealth Transfer.  Baby Boomers and the Silent Generation could pass down a combined $84.4 trillion in assets to younger generations.  With current tax law sunsetting at the end of next year, how does this affect taxes?  How will families be affected?  And, how will philanthropy fit into this?  Listen in while bipartisan advocacy and lobbying expert Sandra Swirski offers timely thoughts and concerns that you will want to hear!

Getting the dollar amount of an ask right---in a gift solicitation---is incredibly important.  It saves time and face with a donor!  Are you presently going into gift conversations shooting from the hip---and/or burdened by your own biases around money?  Can you avoid the awkwardness of inappropriate ask amounts: either too high or too low?  How can you help donors you know make the right level of donation to make the maximum impact they can?  Larry Raff, creator of the Abacus Major Donor Ask Calculator, LLC---link here: PRICING | Free Trial - Abacus Major Donor Calculator (donorabacus.com)---schools us on the Science of the Ask, and how to laser-focus on the amount you SHOULD be asking for!

In this episode of Money to Give, Rick Peck sits down with Erinn Andrews, founder of GiveTeam and a nationally respected philanthropic advisor. Drawing on conversations across conferences, donor engagements, and the evolving charitable landscape, Erinn shares the trends, legislation, and donor behaviors she’s been observing — and why they matter for anyone working in philanthropy. Erinn and Rick begin with Qualified Charitable Distributions (QCDs) and the long-debated possibility of allowing QCDs to flow into donor-advised funds — a change Erinn has followed closely but now sees as unlikely in the near term. They then dive into the rise of impact investing using DAF dollars, breaking down how donors can invest pre-IPO in mission-driven companies and why this emerging trend brings both great promise and meaningful risk. The conversation moves into broader shifts shaping the field: the closure and restructuring of Arabella Advisors, the surge of new philanthropic advisors entering the sector, and the increasing need for training that blends philanthropic expertise with practical business skills. Finally, Erinn and Rick explore what today’s donors are struggling with — from information overload to right-sizing gifts — and why nonprofits must improve their responsiveness, customer service, and communication systems to avoid missing out on transformational relationships. The conversation explores: Why proposed QCD-to-DAF legislation is unlikely to pass soon How impact investing works — and why donors are increasingly curious The surge of new philanthropic advisors and what it means for the sector Donor trends around place-based giving, collaborative funds, and gift sizing How nonprofits lose donors through slow or broken communication systems About the Guest Erinn Andrews is the founder of GiveTeam, a philanthropic advisory firm guiding donors of all ages and stages toward intentional, meaningful giving. A longtime sector leader and the current president of the International Association of Advisors in Philanthropy (AiP), Erinn brings deep experience in donor strategy, collaborative funding, and sector-wide best practices. She works with hundreds of donors each year, helping them move from reactive giving to purposeful, high-impact philanthropy. 📧 Contact Erinn: Erinn@thegiveteam.com 🌐 Learn more: www.thegiveteam.com Key Takeaways QCD dollars still cannot flow into donor-advised funds — and change is unlikely soon. Donors are increasingly curious about using DAF dollars for impact investing. More philanthropic advisors are entering the field, raising both opportunities and challenges. Donors need simplicity — advisors must avoid overwhelming them. Nonprofits must improve responsiveness or risk losing committed supporters. Subscribe to the Charitable Giving News for You newsletter for more stories, resources, and tips: Subscribe to the Charitable Giving News for You Newsletter

Internationally focused nonprofits have the same challenges U.S.-based nonprofits do---but sometimes those challenges are even more complex!  How do you build relationships with donors, be accountable to them, focus on innovation, use technology well, and transform critical partnerships all over the planet?  How does a global org juggle all these necessary tactics of fundraising?  Will it all fall apart without proper strategic leadership and execution?  Join us for a unique conversation to learn how Stephanie Guzman---VP of Development and the U.S. Director for the Kenya Education Fund---puts all the pieces together!

Cash comprises less than 10% of the average American's asset portfolio.  So, why do so many nonprofits endlessly solicit for cash gift donations only?  And why are so few NON-cash asset donations made?  Where did this all go wrong?  Non-cash asset donation expert Brad Caswell unpacks this conundrum---and how and why we should all be a lot more comfortable with this massive opportunity!  He tells us how to completely disrupt the cash trend in favor of what Americans can more easily donate: non-cash!

Real estate represents the 2nd largest asset in Americans’ portfolios---almost 40% to be exact!  But of all assets donated in any given year, real estate represents only 2% of it!  How can that be?  Why do people avoid donating real estate?  Ignorance, reluctance, or both?  Seasoned real estate giving expert Bruce Geiss gives more than a few compelling reasons to lean into the massive impact a gift of real estate can make!  Listen today!

Fundraising is all about relationships.  So, as a development expert on a certain technical topic, why would one go deep ("below-the-line") so fast?  Why not stay "above-the-line" and take time to ease into the relationship rather than barreling forth with solutions that might not be welcome yet?  What's the rush?  Planned giving expert Joe Tumolo, with humor, teaches us how to go slow to go fast (and far).  Check it out!